| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 236 | 1,133,750 | VTI, VOO, IXUS, JPM | 13F-HR | 5/2/2025 | 000176538025000161 |
| Q4 2024 | 246 | 1,134,880 | VTI, VOO, IXUS, JPM | 13F-HR | 2/3/2025 | 000176538025000027 |
| Q3 2024 | 243 | 1,116,460 | VTI, VOO, IXUS, JPM | 13F-HR | 11/13/2024 | 000176538024000454 |
| Q2 2024 | 228 | 995,568 | VTI, VOO, IXUS, JPM | 13F-HR | 8/12/2024 | 000176538024000305 |
| Q1 2024 | 117 | 805,028 | VTI, VOO, IXUS, JPM | 13F-HR | 5/2/2024 | 000176538024000176 |
| Q4 2023 | 116 | 738,431 | VTI, VOO, IXUS, JPM | RESTATEMENT | 2/13/2024 | 000176538024000077 |
| Q3 2023 | 104 | 551,700 | VTI, VOO, IXUS, BNDX | 13F-HR | 11/9/2023 | 000176538023000221 |
| Q2 2023 | 98 | 567,470 | VTI, VOO, IXUS, BNDX | 13F-HR | 8/14/2023 | 000176538023000178 |
| Q1 2023 | 111 | 568,384 | VTI, VOO, IXUS, BNDX | 13F-HR | 5/4/2023 | 000176538023000095 |
| Q4 2022 | 109 | 529,064 | VTI, VOO, IXUS, BNDX | RESTATEMENT | 2/13/2023 | 000176538023000062 |
| Q3 2022 | 87 | 452,050 | VTI, VOO, IXUS, BNDX | 13F-HR | 10/31/2022 | 000176538022000137 |
| Q2 2022 | 81 | 466,710 | VTI, VOO, IXUS, BNDX | 13F-HR | 7/28/2022 | 000176538022000096 |
| Q1 2022 | 82 | 533,416 | VTI, VOO, IXUS, BNDX | RESTATEMENT | 5/3/2022 | 000176538022000053 |
| Q4 2021 | 106 | 607,206 | VTI, VOO, IXUS, BNDX | 13F-HR | 2/10/2022 | 000176538022000028 |
| Q3 2021 | 103 | 562,512 | VTI, VOO, IXUS, BNDX | 13F-HR | 11/4/2021 | 000176538021000110 |
| Q2 2021 | 104 | 562,114 | VTI, VOO, IXUS, BNDX | 13F-HR | 7/22/2021 | 000176538021000072 |
| Q1 2021 | 101 | 521,271 | VTI, VOO, IXUS, BNDX | 13F-HR | 4/26/2021 | 000176538021000041 |
| Q4 2020 | 102 | 478,454 | VTI, VOO, IXUS, BNDX | 13F-HR | 1/25/2021 | 000176538021000007 |
| Q3 2020 | 86 | 399,121 | VTI, VOO, IXUS, BNDX | 13F-HR | 10/26/2020 | 000176538020000086 |
| Q2 2020 | 77 | 281,634 | VOO, VTI, BNDX, IVV | 13F-HR | 7/20/2020 | 000176538020000064 |
| Q1 2020 | 64 | 218,929 | VOO, VTI, BNDX, IVV | 13F-HR | 5/1/2020 | 000176538020000041 |
| Q4 2019 | 70 | 268,404 | VOO, VTI, VEA, BNDX | 13F-HR | 1/24/2020 | 000176538020000003 |
| Q3 2019 | 67 | 250,326 | VOO, VTI, VEA, BNDX | 13F-HR | 10/10/2019 | 000176538019000097 |
| Q2 2019 | 68 | 254,414 | VOO, VTI, VEA, VBR | 13F-HR | 7/18/2019 | 000176538019000072 |
| Q1 2019 | 65 | 273,121 | VOO, VTI, VEA, VBR | 13F-HR | 5/3/2019 | 000176538019000046 |
| Q4 2018 | 57 | 244,207 | VOO, VTI, VEA, TIP | 13F-HR | 2/4/2019 | 000176538019000007 |